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LRCX · MU in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

LRCXMU
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • LRCX
  • MU
0204060202120222023202420252026
Holders and value by quarter
QuarterLRCXMU
Q3 2020none listed holders, n.a.34 holders, $8.6bn
Q4 2020none listed holders, n.a.43 holders, $13.3bn
Q1 2021none listed holders, n.a.38 holders, $13.5bn
Q2 2021none listed holders, n.a.38 holders, $11.4bn
Q3 2021none listed holders, n.a.28 holders, $8.6bn
Q4 2021none listed holders, n.a.34 holders, $12.8bn
Q1 2022none listed holders, n.a.32 holders, $10.8bn
Q2 2022none listed holders, n.a.31 holders, $7.8bn
Q3 2022none listed holders, n.a.36 holders, $7.1bn
Q4 2022none listed holders, n.a.26 holders, $8.0bn
Q1 2023none listed holders, n.a.28 holders, $10.0bn
Q2 2023none listed holders, n.a.34 holders, $10.8bn
Q3 2023none listed holders, n.a.33 holders, $11.6bn
Q4 2023none listed holders, n.a.35 holders, $14.4bn
Q1 2024none listed holders, n.a.45 holders, $19.9bn
Q2 2024none listed holders, n.a.43 holders, $20.8bn
Q3 20242 holders, $624m39 holders, $12.9bn
Q4 202441 holders, $9.6bn28 holders, $12.2bn
Q1 202540 holders, $9.3bn28 holders, $13.8bn
Q2 202535 holders, $11.4bn32 holders, $22.0bn
Q3 202540 holders, $17.6bn36 holders, $29.9bn
Q4 202537 holders, $29.2bn41 holders, $54.0bn
Q1 202643 holders, $36.2bn45 holders, $56.5bn
Q2 202645 holders, $73.9bn50 holders, $164bn
LRCX

Lam Research Corp

Holders
37
Reported value
$29.2bn
Buyers
23
Sellers
26

Breadth -3 among 92 comparable managers.

IndustrialsAI infrastructure and semiconductors · L3VLUPIndustrials and automation · L3VLUP
MU

Micron Technology Inc

Holders
41
Reported value
$54.0bn
Buyers
21
Sellers
23

Breadth -2 among 92 comparable managers.

SemiconductorsAI infrastructure and semiconductors · L3VLUPSemiconductors

Who holds both, Q4 2025

Among the 50 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only LRCX (9)

Artisan Partners LP, Coatue Management LLC, Davidson Kempner Capital Management LP, Element Capital Management LLC, Holocene Advisors LP, Maverick Capital Ltd, MFS Investment Management, Moore Capital Management LP, Tiger Global Management LLC

Only MU (13)

Brevan Howard Capital Management LP, Capital World Investors, Caxton Associates LLP, Jane Street Group LLC, Point72 Asset Management LP, Quantbot Technologies LP, Ruane Cunniff & Goldfarb LP, Schonfeld Strategic Advisors LLC, Susquehanna International Group LLP, Voloridge Investment Management LLC, Walleye Capital LLC, Wellington Management Group LLP, Winton Group Ltd

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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